See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,295 | $214,378-67.2% | $200,582-65.0% | $142,382-50.6% |
| Participation rate | 86.7% | 87.4%-0.8pp | 86.9%-0.2pp | 80.1%+6.5pp |
| Annual return | 13.47% | 46.41%-32.9pp | 42.33%-28.9pp | 217.08%-203.6pp |
| Employer contribution / active EE | $5,177 | $6,841-24.3% | $6,419-19.3% | $4,299+20.4% |
| Participant deferral / active EE | $7,539 | $9,865-23.6% | $9,331-19.2% | $6,507+15.8% |
| Admin fee / account holder | $212 | $17,692-98.8% | $16,305-98.7% | $12,624-98.3% |